9258 Wealth Management LLC (EIN 82-2359200) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $3.8M in plan assets and 3 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| 9258 Wealth Management LLC 401(k) Retirement Plan | 001 | 2 | $2.1M |
| 9258 Wealth Management, LLC Cash Balance Pension Plan | 003 | 1 | $1.7M |
82-2359200 is the Employer Identification Number (EIN) 9258 Wealth Management LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Ohio EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
